Thoughts from June 19, 2020

Why I am still a bear – Part 1 Everywhere I turn, the bears seem to be running for the hills.  There are fewer and fewer of us.  It reminds me of February.  Granted, there are a number of very famous investors that have fired warning shots lately regarding the stock market (Buffett, Druckenmiller, Marks,…

Thoughts from June 16, 2020

Buffett scolded again…and again…and again.   It has been a rough few years for Mr. Buffett, but don’t think he hasn’t seen this before.  Is this time different?  This time valuations don’t matter?  Has this generation finally outsmarted the financial markets and established a new higher plateau where prices can only go higher?  Mr. Buffett,…